智通财经APP获悉，卫龙美味(09985)涨超8%，截至发稿，涨8.17%，报8.61港元，成交额603.04万港元。
消息面上，2月21日，恒生指数公司公布最新季检结果，其中卫龙美味获纳入恒生综合指数成份股，所有变动将于2025年3月7日收市后实施并于2025年3月10日起生效。据中信证券研报估算，卫龙美味有可能被纳入港股通，因其满足了包括市值、流动性和上市时间等在内的一系列标准。
方正证券发布研报称，随着恒生指数重新调整公司即将重新入通，流动性有望增强。作为辣味龙头，公司估值有望受益于入通有所提升。此外，随着公司渠道结构不断优化，产品持续创新，24年以来业绩实现快速增长。产品方面，辣条产品保持稳健增长，细分产品麻辣麻辣持续高增，魔芋系列产品受益于品类热度实现快速增长，公司推出加量不加价活动实现高质价比。海带产品连续四年全国销量第一，同样保持高速增长势头。
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